Beyond CRM. Complete Deal Flow Management
Everdeal’s® XRM powers real-time collaboration for faster, more efficient sales.
XRM (eXtended Relationship Management)
XRM goes beyond the traditional CRM by connecting every department involved in the car deal process, ensuring no detail is overlooked and drives the performance of your team in real time.
Sales
Finance
Shop
Delivery & Due Bill Management
Accounting
Management Oversight
A Unified dealership means maximized performance
Everdeal seamlessly connects every department involved in closing a car deal, ensuring nothing slips through the cracks.
Here’s how it works:
Sales:
The journey starts with Sales signing the car deal. Everdeal instantly updates the status and notifies Finance to begin the approval process.
Finance:
Finance works on securing approval, maintaining real-time communication with Sales. Once approved, Finance or Sales Managers book the necessary work into the Shop to prepare the vehicle for delivery.
Shop:
The Shop receives the work order and starts preparing the vehicle, from cleaning to maintenance. Progress updates are sent back to Finance and Sales, ensuring everyone stays informed. Once ready, Finance schedules the delivery.
Delivery & Due Bill Management:
Finance arranges the delivery, ensuring a seamless experience for the customer. If any work is still outstanding, Everdeal generates a Due Bill, which acts as a receipt for the Shop to follow up on pre-paid work.
Accounting:
The completed deal is compiled and handed off to Accounting. Accounting audits the deal, checks for discrepancies, and reports any issues back to Sales and Finance. Once verified, the deal is posted to the accounting ledger and securely filed away.
Management Oversight:
Management has a high-level view of the entire workflow through Everdeal’s dashboard. Real-time status updates and departmental notes ensure accountability and productivity. Managers can track every stage, hold departments accountable, and ensure no detail is overlooked.
Key Features & Benefits
Real-Time Communication:
Keep everyone on the same page
Deal Tracking:
Monitor progress and performance
Dashboard & Reporting:
Pay attention to everything at 50,000 ft
Autonomous accountability
Increase deal completion rates
Minimize miscommunication
Efficient Save-a-Deal meetings (because it’s already done)
Trusted by Dealers
Everdeal has changed the way we do business. Period. Before Everdeal our company had multiple internal pain points, we found it difficult to communicate effectively between departments, which led to disappointed customers and frustrated employees. Constant emails and complex spread sheets just weren't cutting it. Once we made the switch to EverDeal we were instantly able to streamline communication between our sales, service and accounting departments, while using a fraction of the labour. We also increased customer satisfaction because our teams are now able to have full visibility, in real time, from deposit to delivery. This tool has modernized our business process, we view Everdeal as essential to our future growth.
Matt Stevenson
GSM @ Carson Exports
We have been using the Everdeal Program for well over a year now and are extremely happy! This ability that the product gives you to organize your sales/finance/service departments is to a level we have not seen from any other products in the past. It provides great communication between staff, departments and overall a much smoother and positive experience for our customers. Highly recommend Everdeal!
Ryan MacDonald
GM @ Sherwood Dodge
